Planning & Client Service Analyst
In her free time, Amanda enjoys getting out on the lake, biking, swimming, and traveling. She currently lives in the small town of Spicer, Minnesota where she enjoys Green Lake and the friendly community. Pictured above is her with her boyfriend, Ted, in front of the Spicer Ice Castle that was built for the annual Winterfest.
As a Planning and Client Service Analyst, Amanda ensures our clients are receiving the highest quality work. She assists our Financial Planning team in analyzing clients’ retirement planning, investments, education funding, tax planning, estate planning, and insurance needs. In addition, Amanda serves on the Client Service team helping to onboard new clients and other operational tasks pertaining to our clients’ financial plans. Amanda brings a keen eye to detail and an analytical mind to her work at PrairieView.
Amanda attended the University of Minnesota Duluth for her undergraduate degree in Finance. She also earned a minor in Marketing and Human Resources. During her time in college, she participated in the Financial Planning Club where she developed an interest in pursuing financial planning as a career.
Upon graduation, she worked for a financial advising company where she learned more about retirement plans, college funding, investing, and managing client service needs. She brings this abundance of knowledge to her work at PrairieView. She earned her Series 65 designation in October of 2020 and her Life, Accident, and Health Insurance Producer License in March of 2021.
For over 20 years, we’ve helped 3M professionals achieve their financial goals.
We start by helping them answer these key questions.
In February, we posted an article on how 529 College Savings Funds work and various aspects of making contributions. Now we’ll take a deeper dive into handling 529 withdrawals.
Like the seemingly endless summer road trip, the current decline in financial market prices feels like it is lasting forever. It isn’t hard to imagine ourselves in the back seat shouting at the...
